CUSIP: 46137v357 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BBR PARTNERS, LLC | 124,113 | $23,775 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 97,900 | $19 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 83,220 | $16 |
| Calydon Capital | 54,655 | $10,470 |
| Ancora Advisors LLC | 40,604 | $7,778 |
| Curbstone Financial Management Corp | 38,357 | $7,348 |
| Azimuth Capital Investment Management LLC | 30,225 | $5,790 |
| SlateStone Wealth, LLC | 14,728 | $3 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 8,293 | $1,589 |
| JMG Financial Group, Ltd. | 5,877 | $1,126 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 5,445 | $1 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 3,000 | $575 |
| Westbourne Investment Advisors, Inc. | 1,804 | $346 |
| SVB WEALTH LLC | 1,239 | $237 |
| Sippican Capital Advisors | 1,076 | $206 |
| HANTZ FINANCIAL SERVICES, INC. | 169 | $0 |
| Total (16 institutions) | 510,705 | $59,277 |